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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
351	Winton Group London, United Kingdom	$17.8M	-$2.29M	3	0.36%	Reduced
352	PFC Phocas Financial Corp Alameda, California	$17.7M	-$169K	2	1.71%	Reduced
353	Public Employees Retirement Association of Colorado Denver, Colorado	$17.7M	-$289K	11	0.11%	Reduced
354	Alpha Cubed Investments Irvine, California	$17.6M	+$1M	2	2.14%	Increased
355	Candriam SCA Strassen, Luxembourg, Luxembourg	$17.6M	-$98.2K	3	0.23%	Reduced
356	Ladenburg Thalmann Financial Services Miami, Florida	$17.5M	+$524K	19	0.13%	Increased
357	First National Bank of Omaha Omaha, Nebraska	$17.3M	+$680K	4	1.18%	Increased
358	Dana Investment Advisors Waukesha, Wisconsin	$17.3M	+$14.2M	2	0.81%	Increased
359	MLICM Metropolitan Life Insurance Company (MetLife) New York	$17.2M	+$774K	17	0.31%	Increased
360	Gulf International Bank (UK) London, United Kingdom	$17.1M	+$345K	2	0.3%	Increased
361	MSA Mason Street Advisors Milwaukee, Wisconsin	$17M	+$58.3K	11	0.34%	Increased
362	RCM Riverhead Capital Management Wilmington, Delaware	$16.9M	+$4.74M	9	0.68%	Increased
363	BCM Billings Capital Management Arlington, Virginia	$16.9M	-$1.06M	1	14.22%	Reduced
364	CAM ClariVest Asset Management San Diego, California	$16.9M	+$400K	7	0.34%	Increased
365	Mutual of America Capital Management New York	$16.9M	+$3.04M	9	0.25%	Increased
366	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16.6M	-$79.1K	1	1.66%	Reduced
367	PCM Penn Capital Management Philadelphia, Pennsylvania	$16.5M	-$2.65M	2	1.6%	Reduced
368	NN Investment Partners Holdings The Hague, Netherlands	$16.2M	+$1.3M	4	0.13%	Increased
369	Summit Partners Public Asset Management Boston, Massachusetts	$16.1M	-$6.78M	1	1.97%	Reduced
370	Whittier Trust South Pasadena, California	$16.1M	-$174K	7	0.49%	Reduced
371	BNP Paribas Asset Management Paris, France	$16.1M	-$509K	4	0.13%	Reduced
372	Manning & Napier Group Fairport, New York	$16.1M	+$2.44M	3	0.18%	Increased
373	HA Halsey Associates New Haven, Connecticut	$15.9M	-$129K	1	2.62%	Reduced
374	Hancock Whitney Gulfport, Mississippi	$15.9M	+$110K	5	0.51%	Increased
375	SCP Sandhill Capital Partners Buffalo, New York	$15.7M	+$635K	2	2.19%	Increased